Investment and Financial Risk Management Policies

The corporate world has recently demonstrated the unquestioned need for proper and adequate investment and risk management policies. No Administrator or Board welcomes unexpected bad financial news, particularly if it could have been avoided.

Does your endowment have proper guidelines to avoid concentration risk to specific sectors or individual issuers? What is your exposure to interest rate risk? Do you have or need a policy for using derivative contracts? What about the liquidity risk associated with your working capital needs?

Financial risk comes in many different shapes and sizes. Having an appropriate and efficient policy framework to protect the institution is important. In today’s market place, it is an expected best practice.

Helvey and Associates can help you assess and develop your financial risk management policies.

We can help.

 

 

©2002 Helvey & Associates, LLC
1924 Georgia Avenue
Winston-Salem, NC 27104
For more information: info@helveyandassociates.com
(t) 336-723-4585     (f) 336-631-9377